Filed September 19, 2016 (most recent of 5 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WALDEN WEALTH PARTNERS LLC3 years Service code 28 · EIN 47-3314008 | Investment Management | $24,000 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $750 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,686 | $60,989+115.9% | $60,874+116.3% | $66,914+96.8% |
| Participation rate | 90.6% | 74.5%+16.1pp | 73.1%+17.5pp | 69.8%+20.8pp |
| Annual return | -11.78% | -9.60%-2.2pp | 16.90%-28.7pp | 1.58%-13.4pp |
| Employer contribution / active EE | $6,101 | $2,661+129.3% | $2,701+125.8% | $2,544+139.8% |
| Participant deferral / active EE | $5,513 | $3,615+52.5% | $3,817+44.4% | $4,237+30.1% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |